NEC Corporation

TSE:6701 주식 리포트

시가총액: JP¥5.3t

NEC 경영진

경영진 기준 점검 0/4

NEC CEO는 Takayuki Morita, Apr2021 에 임명되었습니다 의 임기는 5.08 년입니다. 총 연간 보상은 ¥287.00M, 33.1% 급여 및 66.9% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 ¥218.27M 가치에 해당하는 회사 주식의 0.004% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 0.1 년과 2.9 년입니다.

핵심 정보

Takayuki Morita

최고경영자

JP¥287.0m

총 보수

CEO 급여 비율33.10%
CEO 재임 기간5.1yrs
CEO 지분 보유율0.004%
경영진 평균 재임 기간less than a year
이사회 평균 재임 기간2.9yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 May 03

6701: Physical AI Venture And Share Repurchases Will Support Future Upside

Analysts have trimmed their price expectations for NEC, with the updated target now set below the previous ¥5,000 level as they factor in a slightly higher discount rate, more modest revenue growth assumptions, and only a small change in projected profit margins and future P/E. What's in the News SoftBank, NEC, Sony and Honda agreed to form a new company focused on “physical AI,” pointing to potential collaboration opportunities across telecoms, electronics and automotive (Nikkei reports, Periodicals).
분석 기사 May 01

Results: NEC Corporation Exceeded Expectations And The Consensus Has Updated Its Estimates

NEC Corporation ( TSE:6701 ) shareholders are probably feeling a little disappointed, since its shares fell 4.5% to...
내러티브 업데이트 Apr 18

6701: Share Repurchases And Physical AI Collaboration Will Support A Higher Share Price

Analysts have kept NEC's fair value price target steady at ¥5,000. Small shifts in the assumed discount rate, revenue growth, profit margin, and future P/E have led only to a minor recalibration of their valuation framework rather than a change in the headline target.
내러티브 업데이트 Apr 04

6701: Share Repurchase And Higher Margins Will Support Stronger Future Upside

Analysts have lifted their price target on NEC from ¥5,450 to about ¥7,981, noting updates in their models that reflect the latest assumptions for fair value, discount rate, revenue growth, profit margins and future P/E expectations. What's in the News NEC completed a share repurchase of 6,800,000 shares, representing 0.51% of its issued share capital, for ¥27,292.83 million between February 9, 2026 and March 24, 2026, under the buyback announced on February 9, 2026 (Key Developments).
내러티브 업데이트 Mar 21

6701: Share Repurchases And Earnings Guidance Will Support A Higher Share Price

Analysts have maintained their fair value estimate for NEC at ¥5,000, while making modest adjustments to assumptions for the discount rate, revenue growth, profit margin and future P/E. This has resulted in a stable price target supported by slightly updated expectations for the company's risk profile and earnings power.
내러티브 업데이트 Mar 06

6701: Share Buyback And Earnings Outlook Will Support A Stronger Future

Analysts have revised their price target on NEC to ¥6,362.5 from ¥6,050, reflecting updated assumptions on fair value, discount rate, revenue growth, profit margin and future P/E. What's in the News NEC has announced a share repurchase program of up to 6,800,000 shares, or 0.51% of issued shares excluding treasury stock, with a total purchase value of ¥30,000m, running through March 31, 2026 (company announcement).
내러티브 업데이트 Feb 20

6701: Share Repurchases And Earnings Guidance Will Support A Higher Share Price

Narrative Update on NEC Analysts have kept their NEC price target broadly steady around ¥5,000, with small tweaks to inputs such as discount rate, revenue growth, profit margin, and forward P/E to reflect updated assumptions rather than a major change in view. What’s in the News Board of Directors authorizes a share repurchase plan, with NEC planning to buy back up to 6,800,000 shares, about 0.51% of issued shares excluding treasury stock, for up to ¥30,000m through March 31, 2026.
분석 기사 Feb 13

The Price Is Right For NEC Corporation (TSE:6701) Even After Diving 31%

The NEC Corporation ( TSE:6701 ) share price has fared very poorly over the last month, falling by a substantial 31...
내러티브 업데이트 Feb 06

6701: Cloud Partnerships And Earnings Outlook Will Support A Higher Share Price

Analysts have modestly adjusted their price target for NEC to $5,000. This reflects small tweaks to assumptions for fair value, discount rate, revenue growth, profit margin and future P/E multiples.
내러티브 업데이트 Jan 22

6701: Future CSG Acquisition And Cloud Expansion Will Elevate Shareholder Risk

Analysts have nudged their price target for NEC slightly higher to $5,015.05 from $5,000, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E as the key drivers of the change. What's in the News KDDI plans to deploy Netcracker Digital Commerce & Monetization, with NEC acting as the prime system integrator to support next generation mediation, resource utilization, and more flexible in house development for telecom operations (Client announcement).
분석 기사 Jan 20

NEC (TSE:6701) Is Doing The Right Things To Multiply Its Share Price

To find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...
내러티브 업데이트 Jan 08

6701: Future CSG Acquisition Will Raise Risk For Current Shareholders

Analysts have lifted their price target for NEC to about ¥5,000, reflecting updated assumptions for revenue, profit margins and a slightly higher future P/E multiple. What's in the News NEC set consolidated earnings guidance for the year ending March 31, 2026, with expected revenue of ¥3,420b.
내러티브 업데이트 Dec 16

6701: Future Cloud Expansion And Merger Execution Will Shape Balanced Outlook

Analysts have raised their price target for NEC from ¥5,860 to ¥6,050. This reflects slightly higher assumed revenue growth, modestly improved profit margins, and a marginally richer future P E multiple despite a small uptick in the discount rate.
내러티브 업데이트 Dec 01

6701: Earnings and Merger Activity Will Guide Future Market Performance

Analysts have raised their fair value estimate for NEC from ¥5,445 to ¥5,860, citing modest improvements in profit margin expectations and future earnings multiples, even though revenue growth projections are slightly lower. What's in the News Broadcom announced plans to expand its strategic partnership with NEC Corporation, adopting VMware Cloud Foundation to modernize private cloud solutions and offer flexible hybrid cloud resources to customers (Client Announcements).
내러티브 업데이트 Nov 17

6701: Earnings Outlook and Acquisition Activity Will Shape Market Direction

Analysts have raised their price target for NEC from ¥5,000 to ¥5,445. They cite improvements in revenue growth and profit margin expectations as key factors supporting the upward revision.
분석 기사 Nov 02

Subdued Growth No Barrier To NEC Corporation (TSE:6701) With Shares Advancing 25%

NEC Corporation ( TSE:6701 ) shareholders have had their patience rewarded with a 25% share price jump in the last...
내러티브 업데이트 Nov 01

6701: Upcoming Acquisition And Declining P/E Will Weigh On Future Value

Analysts have raised their price target for NEC from ¥4,845 to ¥5,000, citing incremental improvements in profit margin and lower discount rate assumptions. What's in the News NEC Corporation's board will meet on October 29, 2025, to consider and resolve the acquisition of CSG Systems International, Inc.
분석 기사 Oct 31

Earnings Beat: NEC Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

It's been a pretty great week for NEC Corporation ( TSE:6701 ) shareholders, with its shares surging 11% to JP¥5,618 in...
내러티브 업데이트 Oct 17

Digital Transformation And AI Will Unlock Future Value

Narrative Update on NEC: Analyst Price Target Revision Analysts have maintained their price target for NEC at ¥4,845, citing only marginal improvements in discount rate and future P/E assumptions as the basis for sustaining their valuation. Valuation Changes Consensus Analyst Price Target remains unchanged at ¥4,845.
내러티브 업데이트 Oct 03

Digital Transformation And AI Will Unlock Future Value

Analysts have raised their price target for NEC from $4,781.82 to $4,845.45. They cited improved revenue growth and profit margin expectations as the key drivers for the upward revision.
분석 기사 Sep 29

A Look At The Fair Value Of NEC Corporation (TSE:6701)

Key Insights The projected fair value for NEC is JP¥5,060 based on 2 Stage Free Cash Flow to Equity With JP¥4,596 share...
내러티브 업데이트 Sep 13

Digital Transformation And AI Will Unlock Future Value

NEC's fair value was revised marginally upward to ¥4,782, as consensus revenue growth and future P/E forecasts remained essentially unchanged. Valuation Changes Summary of Valuation Changes for NEC The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from ¥4700 to ¥4782.
내러티브 업데이트 Aug 27

Digital Transformation And AI Will Unlock Future Value

Upward revisions to NEC's consensus revenue growth forecast and a modest increase in future P/E expectations have led analysts to raise their fair value price target from ¥4,428 to ¥4,582. Valuation Changes Summary of Valuation Changes for NEC The Consensus Analyst Price Target has risen slightly from ¥4428 to ¥4582.
분석 기사 Aug 15

Investors Interested In NEC Corporation's (TSE:6701) Earnings

TSE:6701 1 Year Share Price vs Fair Value Explore NEC's Fair Values from the Community and select yours With a...
분석 기사 Jul 31

Results: NEC Corporation Exceeded Expectations And The Consensus Has Updated Its Estimates

NEC Corporation ( TSE:6701 ) defied analyst predictions to release its first-quarter results, which were ahead of...
분석 기사 Jul 25

NEC (TSE:6701) Could Easily Take On More Debt

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
분석 기사 Jun 20

NEC (TSE:6701) Is Experiencing Growth In Returns On Capital

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
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새로운 내러티브 Nov 07

BluStellar And AI Innovations Propel Revenue Growth And Transform IT Services

NEC's strategic reorganization and acquisitions position it to boost IT services for municipalities, offering potential for revenue growth and operational efficiencies.

CEO 보수 분석

Takayuki Morita의 보수는 NEC의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

JP¥270b

Dec 31 2025n/an/a

JP¥246b

Sep 30 2025n/an/a

JP¥235b

Jun 30 2025n/an/a

JP¥200b

Mar 31 2025JP¥287mJP¥95m

JP¥175b

Dec 31 2024n/an/a

JP¥187b

Sep 30 2024n/an/a

JP¥150b

Jun 30 2024n/an/a

JP¥151b

Mar 31 2024JP¥204mJP¥85m

JP¥150b

Dec 31 2023n/an/a

JP¥122b

Sep 30 2023n/an/a

JP¥123b

Jun 30 2023n/an/a

JP¥121b

Mar 31 2023JP¥149mJP¥75m

JP¥115b

Dec 31 2022n/an/a

JP¥143b

Sep 30 2022n/an/a

JP¥132b

Jun 30 2022n/an/a

JP¥127b

Mar 31 2022JP¥125mJP¥75m

JP¥141b

보상 대 시장: Takayuki의 총 보수(USD1.81M)는 JP 시장에서 비슷한 규모 기업의 평균(USD1.40M)보다 높습니다.

보상과 수익: Takayuki의 보상은 지난 1년 동안 20% 이상 증가했습니다.


CEO

Takayuki Morita (65 yo)

5.1yrs
재임 기간
JP¥287,000,000
보수

Mr. Takayuki Morita serves as President and Chief Executive Officer at NEC Corporation since April 1, 2021. Mr. Morita served as Chief Financial Officer at NEC Corp. since June 25, 2018 until April 1, 2021...


리더십 팀

이름직위재임 기간보수지분
Takayuki Morita
President5.1yrsJP¥287.00m0.0041%
¥ 218.3m
Motoo Nishihara
Chief Technologyless than a yearJP¥101.00m데이터 없음
Kunikazu Amemiya
Representative Executive Officerless than a year데이터 없음데이터 없음
Osamu Fujikawa
Executive Officerless than a year데이터 없음0.0029%
¥ 151.4m
Hiroyuki Nagano
Executive Officerless than a year데이터 없음데이터 없음
Toshifumi Yoshizaki
Executive Officerless than a year데이터 없음데이터 없음
Hidetoshi Uriu
Chief Investment Officer1.9yrs데이터 없음데이터 없음
Yuko Yamamoto
Corporate SVP2.9yrs데이터 없음데이터 없음
Koji Tamefusa
Corporate Senior VP and Chief Risk & Compliance Officer1.1yrs데이터 없음데이터 없음
Mayuko Tatewaki
Corporate SVP and MD of Marketing & Alliance Promotion Division3.3yrs데이터 없음데이터 없음
Shiori Nagata
Executive Officerless than a year데이터 없음0.000020%
¥ 1.1m
Hiroshi Kodama
Executive Officerless than a year데이터 없음데이터 없음
0.08yrs
평균 재임 기간
59.5yo
평균 나이

경험이 풍부한 관리: 6701의 경영진은 경험이 부족한 것으로 간주됩니다(평균 재임 0.1 년) — 신규 팀일 수 있습니다.


이사회 구성원

이름직위재임 기간보수지분
Takayuki Morita
President9.9yrsJP¥287.00m0.0041%
¥ 218.3m
Osamu Fujikawa
Executive Officerno data데이터 없음0.0029%
¥ 151.4m
Masashi Oka
Independent Director3.9yrs데이터 없음0.00075%
¥ 39.8m
Joji Okada
Independent Outside Director2.9yrs데이터 없음0.00014%
¥ 7.4m
Yoshihito Yamada
Outside Independent Director2.9yrs데이터 없음데이터 없음
Takashi Niino
Chairman of the Board3.9yrsJP¥208.00m0.0077%
¥ 410.5m
Shinjiro Sato
Independent Outside Director1.9yrs데이터 없음0.00038%
¥ 20.2m
Tomomi Yatsu
Independent Outside Directorless than a year데이터 없음데이터 없음
Mika Nishimura
Independent Outside Directorless than a year데이터 없음데이터 없음
Harufumi Mochizuki
Independent Outside Director2.9yrs데이터 없음0.00075%
¥ 39.8m
Nobuhiro Odake
Audit & Supervisory Board Memberno data데이터 없음데이터 없음
Masakazu Yamashina
Vice Chairperson & Executive Officerless than a year데이터 없음데이터 없음
2.9yrs
평균 재임 기간
65yo
평균 나이

경험이 풍부한 이사회: 6701의 이사회경험이 부족한 것으로 간주됩니다(평균 재임 2.9 년) — 신규 이사회일 가능성이 있습니다.


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/15 14:12
종가2026/05/15 00:00
수익2026/03/31
연간 수익2026/03/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

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분석가 소스

NEC Corporation는 21명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Yuki KanekoBofA Global Research
Masahiro ShibanoCitigroup Inc
Hideo NodaCLSA